The Dream Retirement Blog

Getting Real with a Financial Advisor - Answering the Tough Questions

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Get an Integrated Blue Print, aka Business Plan for Life Part 1

June 10, 2019

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 1 Having a plan with the flexibility…

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Find a Specialist

June 3, 2019

5 Principles to Restore Order and keep you well! Number Three – Find a Specialist (or two) The book, Three Cups of Tea is about a mountain climber who was…

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Begin with what’s Important

May 20, 2019

5 Principles to Restore Order and keep you well! Number Two – Begin with what’s Important In Steven Covey’s book, The 7 Habits of Highly Effective People, he says it…

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Start Today

May 13, 2019

5 Principles to Restore Order and keep you well! Number One – Start Today This is about making a decision. Decide comes from the same word as homicide, means to…

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Common Portfolio Wisdom – “WE’RE IN A NEW ERA… OLD MARKET RULES DON’T APPLY”

May 6, 2019

Pros – Many new factors including internet, speed of information, baby boomers, global markets and the continued war on terror. Cons – The appearance that we are smarter. Details abound,…

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Common Portfolio Wisdom – PROFESSIONAL MANAGEMENT = BETTER RETURNS

April 29, 2019

  Pros – Better potential long-term results if properly tactically managed in today’s market. Cons – Styles such as asset allocation and modern portfolio theory, systems, methods, and experience are…

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Common Portfolio Wisdom – PORTFOLIO DECLINES ARE JUST A PAPER LOSS IF NOT LIQUIDATED

April 22, 2019

Pros – True on a tax basis. Emotional selling is rarely good Cons – When the market recovers after a long-term decline, the investor has to make a larger %…

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Common Portfolio Wisdom – The Key to Safety is Diversification

April 15, 2019

Pros – Gains in one asset class may offset losses in another. Diversification portfolio offers more stability than holding just one asset. Cons – There are periods when many asset…

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